BS
BS

Barbara Schroeder

31 Years of Experience
Jacksonville, FL
Broker

Barbara Schroeder is a registered investment advisor at Wells Fargo Advisors, based in Jacksonville, FL, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5011 Gate Parkway, Suite 200 Building 100, Jacksonville, FL, 32256

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
August 2023 - Present · 2 yrs 9 mos
Wells Fargo Advisors
August 2023 - Present · 2 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - August 2023 · 20 yrs 1 mo
Wells Fargo Clearing Services, LLC
July 2003 - August 2023 · 20 yrs 1 mo
Prudential Securities IncorporatedBroker
December 1998 - July 2003 · 4 yrs 7 mos
Nationsbanc Investments, INC.Broker
April 1998 - November 1998 · 7 mos
Prudential Securities Incorporated
January 1997 - July 2003 · 6 yrs 6 mos
Barnett Investments, INC.Broker
August 1994 - April 1998 · 3 yrs 8 mos
State Registrations22 states
ALCACODEFLGAINLAMDMIMONCNYOKORPARISCTNTXVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Barbara Schroeder - Financial Advisor | TrueAdvisor